|
⚲
|
| Apforia Ltd
✚
| |
|---|---|
| CRD # | 327176 |
| SEC # | 801-128361 |
| CIK # | |
| AUM | $73.7 MM (2024-06-27) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 757-407-4189 |
| Address | 582 Lynnhaven Parkway Virginia Beach, VA 23452 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 284 | 36.9 |
| (b) Individuals (high net worth individuals) | 40 | 36.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 520 | 73.7 |
| By Discretionary | ||
| Discretionary | 520 | 73.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 520 | 73.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 73.7 | |
| Total | 520 | 73.7 |
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|---|---|---|
|
Zenith Solutions Inc
✚
|
PA | 0.1 |
|
FAMA Fiduciary Wealth LLC
✚
|
NY | 0.1 |
|
Virtus Financial Partners LLC
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|
FL | 0.1 |
|
Lee Investment Management LLC
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|
NY | 0.1 |
|
VORA Wealth Management PLLC
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|
AZ | 0.1 |
|
Bridge Financial Planning LLC
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|
0.1 | |
|
Castle Rock Investment Company
✚
|
CO | 0.1 |
|
Canterbury Investment Management LLC
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|
IN | 0.1 |
|
BONE FIDE Wealth LLC
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|
NY | 0.1 |
|
CLPF LLC
✚
|
NY | 0.1 |